Associate Client Portfolio Analyst
Anne is an Associate Client Portfolio Analyst, responsible for supporting the firm’s client service and marketing efforts. She assists with the development and distribution of internal portfolio data used to create SGA’s client service and marketing materials. She also assists in completing client and prospect requests for information, and updates institutional consultant databases.
Anne joined SGA in 2021 after working in institutional sales and trading as a fixed income strategy analyst at Fifth Third Securities where she held her Series 7 and 63 licenses. Prior to this, Anne received her Master of Business Administration from the SC Johnson College of Business at Cornell University. She graduated from Brown University with a Bachelor of Arts in Classics with Honors. Anne has passed Level III of the CFA Exam.